How to Automate Mailchimp

Quick summary

This tutorial shows you how to create a Mailchimp automation using the Customer Journey builder, from naming your workflow and choosing a starting point to adding filters, configuring journey points, and sending a test email. Mailchimp's automation tools let marketers trigger targeted emails based on contact behavior and segment rules without manual effort.

Steps

1. On your dashboard, click 'Create' to start a new automation.
2. Name your automation to identify it in your account.
3. Click 'Choose A Starting Point' to define how contacts enter the journey.
4. Choose the type of automation you want to create from the available options.
5. Check 'Include imported contacts' and click 'Save Starting Point' to confirm your entry trigger.
6. Click 'Filter who can enter' beneath your first trigger to define your audience segment.
7. Click 'Add filter' to create a new segment condition.
8. Filter contacts by 'Signup source' to narrow your audience.
9. Select your filtering parameters and click 'Use segment' to apply the filter.
10. Select 'Add a journey point' to extend your automation workflow.
11. Click 'Send email' to add an email action — or choose SMS, tag, survey, or advanced rules.
12. Set your send schedule, including preferred days and specific send times for the first email.
13. Click 'Save' to confirm your journey point settings.
14. Click 'Close' to return to the journey builder canvas.
15. When satisfied, click 'Send Test Emails' to preview and validate your automation.